THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
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Every state does it different, there are no rules of thumb.
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You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.
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Action is what counts. Implementation is better than knowledge.
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Technology should be a genius assistant so Advisors can add more value to their clients.
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Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
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Great processes are really for your team, not for the advisor themselves.
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Rules of thumb don't cut it, you have to understand the nuance for your clients
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There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
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Transparency is the key, it's about letting people know up front what you do and how you are compensated
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